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Help business people to buy, grow and sell companies
Serving Southern California owners and investors
Headquarters in Seal Beach
Experience in U.S., Europe and Asia
Expertise in mfg., distribution, retail and services
Licensed for business and real estate transactions
Partners in legal, financial & other areas
Professional member of CABB, IBBA, CAR, and NAR
Business Advisor Customer
What is the history of you & your business?
What are your key products & services?
What is your annual gross & net?
Who are your suppliers & customers?
Who are your employees & competitors?
Who are your partners & advisors?
What are your risks & opportunities?
How could the business grow faster?
Your Sale Opportunity
Why are you considering selling?
How do your partners, family members or advisors feel?
Have you tried to sell your business before?
Do you already have a price in mind?
If so, what is the price & how did you arrive at it?*
What are your annual sales & income?
How are the lease, operations, employees and market?
Can you suggest potential buyers or how to reach them?
How would you train the new owner?
* Some accountants use the “don’t want to lose the account” valuation method
Your Role in the Sale
Stay committed to the sale
Keep it absolutely confidential
Disclose all aspects of the business
Keep managing and growing the business
HIGHER PRICE LOWER PRICE
•High sales & profit •Losing money
•Financial growth •Financial erosion
•Reported income •Unreported cash
•Books & records •Few documents
•Long lease/ low rent
Your •Short lease/ high rent
Job •Unhappy customers
•Good systems •No systems
•Seller financing •All-cash required
•Adequate marketing time •Short listing period
•Strict confidentiality Our •Word gets around
•Strong business advice •Weak agent or FSBO
•Effective marketing Job •Token advertising
•More qualified buyers •Few typical buyers
•Effective negotiation •Poor negotiation
•Experienced escrow •Inexperienced escrow
Marketing & Ad Plan
Information Industry Research
Plan Execution Results!
Contact our Ads on Ads in Letters
Buyer Leads Internet Print to Owners
with Real Estate
Real Estate Real Estate
Buyers will Want to See
Historical financial statements
Accounts receivable aging
Facility and equipment leases
Pension, profit-sharing, and all other benefits
Union contracts or organization activity
Pending or threatened litigation
Other important agreements
We prepare better
Your Typical Typical
Business Business Real Estate
Advisor Broker Agent
Photographs and Video Tour
Marketing & Advertising Plan
Growth Plan (for larger businesses)
We execute better
Sale Execution Business Typical Typical
Advisor BizBroker R.E. Agent
Maintain strict confidentiality
Return your calls promptly
Provide written progress reports
Explain the process to you and the buyers
Contact buyers in our database
Advertise on business brokerage websites
Advertise in print media
Direct mail to potential buyers
Qualify buyers face-to-face
Help buyers prepare offers
Facilitate due diligence and escrow